PWMA
STWD icon

Pension & Wealth Management Advisors’s Starwood Property Trust STWD Stock Holding History

Pension & Wealth Management Advisors’s Portfolio STWD Stock Details STWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$57.3K Hold
3,500
– – 0.02% 305
2026
Q1 		$60.3K Hold
3,500
– – 0.02% 280
2025
Q4 		$63K Buy
+3,500
New +$64.4K 0.02% 279

Other funds holding STWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Pension & Wealth Management Advisors's STWD Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its Starwood Property Trust (STWD) position steady in Q2 2026 at 3,500 shares worth $57.3K. The position accounts for 0.02% of the portfolio, ranked #305.

Pension & Wealth Management Advisors first reported a position in STWD in Q4 2025 and has held it in 3 quarters since. The position peaked at $63K in Q4 2025. 489 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Pension & Wealth Management Advisors held 3,500 shares of Starwood Property Trust worth $57.3K as of Q2 2026.
  • Pension & Wealth Management Advisors left its Starwood Property Trust share count unchanged in Q2 2026.
  • Starwood Property Trust made up 0.02% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #305 holding.
  • Pension & Wealth Management Advisors first reported a position in Starwood Property Trust in Q4 2025 and has held it in 3 quarters since.
  • Pension & Wealth Management Advisors's Starwood Property Trust position peaked at $63K in Q4 2025.
  • 489 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.